+31.9%
DIS vs TEAM
+445.0%
-413.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.8% |
| 7D | +1.9% | -2.4% | +4.3% | +2.2% |
| 30D | +9.2% | -26.7% | +35.9% | +13.5% |
| 3M | +13.5% | -9.6% | +23.2% | +14.2% |
| 6M | +14.3% | +86.0% | -71.8% | +1.5% |
| YTD | +5.4% | -7.5% | +12.9% | +2.9% |
| 1Y | +12.2% | -1.4% | +13.5% | +8.3% |
| 3Y | +37.2% | -14.3% | +51.5% | +31.1% |
| 5Y | -23.1% | -66.3% | +43.2% | -21.4% |
| All | +31.9% | +445.0% | -413.2% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling